Categories for Emerging East

You may remember I wrote a piece on Asia Pacific Breweries (APB), Heineken and Fraser & Neave (F&N) when I was in Singapore earlier this year (March 6th to be exact). I had just visited the high-tech APB plant in Singapore and left very impressed with their activities and unique positioning for further growth in the Asia Pacific region.
Apparently,…

I have a confession to make. I like to read books. My goal is to try to read one book a month. There are years in which I easily reach that target, but in other years I fail miserably. Most -let’s say at least 75%- of those are work related in some way, and the rest consists of travel literature, John Grisham (I read everything the man writes) and the like. Given…

TheUS think tank Economic Policy Institutehas calculated that 83% of US trade deficit (2009 year to date) is on the account of China.
This means that imbalances have further grown. In 2007, only half of the US deficit was related to China.
The necessary “global rebalancing” has not even begun. This is a prerequisite to prevent a new global crisis…

As said in previous posts, I question the intelligence of the US Federal Reserve’s monetary policy. More generally, I think that theAnglo-Saxon economic and financial policy has been a complete failure. The latest ‘aggressive move’ includes the complete explosion of budgetary balances and the willingness to print money ad nauseam.…

In Belgium we talk a lot about the idea, in China hey act: TheNew York Times has an articleabout the Chinese plan to advance big time in electric and hybrid vehicles:
China’s intention, in addition to creating a world-leading industry that will produce jobs and exports, is to reduce urban pollution and decrease its dependence on oil, which comes from the Mideast…

Today’s price action in equity markets pointed to increasing panic aboutEastern Europe, and its impact on the European banking system.
An article during the weekend in an Austrian newspaper, and one inThe Telegraphwarned for escalating problems inAustriaand other countries.
The size of the problem is enormous, with euro area banks’ exposure…